IR regulation and compliance essentials - Module One: IR toolkit to comply with regulation

For IR professionals, compliance with rules and guidelines is an essential part of the job. Whether it is in financial reporting, market disclosures, compliance with relevant listing regimes, the treatment of inside information, or in the context of a transaction, mistakes are costly – not least in reputational terms.

Day One of this two-day course will provide a basic IR Toolkit, covering the fundamental areas of regulation and compliance that affect IR, while Day Two looks at more specific areas and situations, such as IPOs and transactions. Attendees will learn how the legal and compliance requirements for IR communications fit together, how they are applied in practice, and what best practice standards are. 

The Society recommends all members to attend this course at least once to ensure they understand the legislative environment in which they work.

What will I gain?

  • An overview of the fundamental areas of regulation and compliance that affect IR
  • An understanding of the areas of regulation with a day-to-day impact on IR
  • A toolkit for dealing with price sensitive information, disclosure requirements, transactions and listing obligations and the financial and reporting calendar

"Really good session - case studies particularly helpful at bringing it to life."

"Really helpful and added context to course materials - case studies and discussions really helpful."

"Very useful overview of the regulations, especially as a newcomer to the IR function, and bringing my knowledge up to date. I especially liked all the real life examples - companies, fines, outcomes of tougher regulation. Excellent course!"

Course tutor: Deborah Morton-Dare

Independent

Deborah specialises in financial training for all levels from beginners to advanced. She presents a comprehensive range of courses to a diverse range of corporate clients and financial institutions and specialises in making complex technical subjects comprehensible. 

Deborah qualified as a Chartered Accountant with Arthur Young and then worked in Corporate Finance gaining wide ranging experience in a variety of corporate and financial institutions. She then worked as a financial consultant to companies assisting them in raising finance and structuring.

Programme

  • Understanding the regulatory framework
  • Role of a Sponsor
  • Insider dealing and market abuse; how to deal with price sensitive information
  • Disclosure Guidance and Transparency Rules (DTRs)– continuing obligations
  • Dealing with the sell-side
  • Knowing your shareholders
  • Financial calendar and reporting
  • Recent case studies and current issues

Please be aware that this is Module One of a two module course.  To ensure you are fully up to date with the latest Transactions and Listing Obligations please also attend IR regulation and compliance essentials - Module Two.

Book now

Course level

Core IR Skills

Location

Central London

CPD points

40

Course dates

30 January 2018
9.00am to 5.00pm

11 April 2018
9.00am to 5.00pm

5 September 2018
9.00am to 5.00pm

7 November 2018
9.00am to 5.00pm

  • Module One - IR Society members (£419 + VAT)
    £502.80
  • Module One - IR Society Premium members (course allowance included in membership package)
    £0
  • Module One - Non-members (£599 + VAT)
    £718.80
Book now

Demystifying company accounts and valuations - Module One and Module Two

This two-day course provides the foundation knowledge needed to understand a set of accounts and be able to answer questions from analysts, investors and the financial press. This course is designed for people who have no formal accounting training and will be of relevance for anyone studying for the CIR qualification. Please note all dates shown are FIRST DATE OF TWO DAY COURSE.

Module One will clearly explain accounting jargon, together with the relevance and limitations of financial statements. You will learn how to identify which key numbers are important in communicating your company’s story and the issues that need explaining.

Module Two will help you to understand in more depth how financial analysts and investors look at companies. It is not necessary to have a financial background to take Module Two, but you should have completed Module One or have an equivalent understanding of basic accounting concepts. 

What will I gain?

Module One

  • Foundation knowledge in understanding a set of company accounts
  • Gain fluency in financial jargon
  • A clear understanding of the relevance and limitations of financial statements

Module Two

  • An understanding of the key principles behind most commonly used valuation methods
  • A grasp of the fundamentals of the discounted cash flow valuation model and key sensitivities
  • An awareness of risk and return parameters and non-financial considerations impacting investment decision making

"Excellent, jargon free teaching with plenty of time for examples and discussion. Very grounded in the real world of IR / accounting."

"Excellent course - I now have a much fuller understanding of accounts and valuations. Very helpful."

"Really enjoyed the structure of the course. Concise but very informative. Great use of real life examples which made complicated topics easier to understand such as the different ratios used."

Course tutor: Deborah Morton-Dare

Independent

Deborah specialises in financial training for all levels from beginners to advanced. She presents a comprehensive range of courses to a diverse range of corporate clients and financial institutions and specialises in making complex technical subjects comprehensible. 

Deborah qualified as a Chartered Accountant with Arthur Young and then worked in Corporate Finance gaining wide ranging experience in a variety of corporate and financial institutions. She then worked as a financial consultant to companies assisting them in raising finance and structuring.

Programme

Module one

  • Introduction
  • The Accounting Foundations - What is Financial Information?
  • The Components of a Balance Sheet
  • The Components of a Profit and Loss Account
  • Cash Flow Statements


Module two

  • Introduction
  • Fundamental concept of discounted cash flow
  • Risk vs return
  • Business strategy
  • Introduction to valuation methods
  • Conclusion: What really matters
Book now

Course level

Core IR Skills

Location

Central London

CPD points

40 per day

Course dates

6 February 2018
9.30am to 4.30pm

12 June 2018
9.30am to 4.30pm

11 September 2018
9.30am to 4.30pm

14 November 2018
9.30am to 4.30pm

  • IR Society members (£838 + VAT)
    £1005.60
  • IR Society Premium members (course allowance included in membership package)
    £0
  • Non-members (£1198 + VAT)
    £1437.60
Book now

CIR revision course

A valuable recap of the CIR syllabus for those preparing to take the exam.

"The course has definately met its aim and objectives.  I emerged from this course much more confident about passing the CIR exam"

This course will help candidates revise subjects for the examination and assist candidates with any questions they may have on specific sections of the syllabus.

Who should attend
Registered candidates who have completed the CIR Study Guide and are preparing to take the CIR exam.

Trainer
Deborah Morton-Dare who has been involved in the development of the CIR and is on the examination committee.

PLEASE NOTE THAT NOVEMBER 23 2017 IS NOW FULLY BOOKED

Course tutor: Deborah Morton-Dare

Independent

Deborah specialises in financial training for all levels from beginners to advanced. She presents a comprehensive range of courses to a diverse range of corporate clients and financial institutions and specialises in making complex technical subjects comprehensible. 

Deborah qualified as a Chartered Accountant with Arthur Young and then worked in Corporate Finance gaining wide ranging experience in a variety of corporate and financial institutions. She then worked as a financial consultant to companies assisting them in raising finance and structuring.

Book now

Course level

Certificate in IR (CIR)

Location

Central London

Course dates

23 January 2018
9.30am to 4.30pm

10 April 2018
9.30am to 4.30pm

26 June 2018
9.30am to 4.30pm

25 September 2018
9.30am to 4.30pm

27 November 2018
9.30am to 4.30pm

  • IR Society members (£419 + VAT)
    £502.08
  • IR Society members - outside UK (£419)
    £419
  • Non-members (£599 + VAT)
    £718.80
  • Non-members - outside UK (£599)
    £599
Book now

Introduction to IR and the financial markets

This one-day course provides an excellent introduction to the world of investor relations, listed companies and the financial markets in which they operate. It explains clearly how the markets are regulated as well as looking at equity investors and the underlying Investment Principles. A Q&A session with an IR professional provides an invaluable opportunity to clarify any practical areas of particular interest to the participants. This course is relevant to anyone in IR, corporate comms or financial PR and no prior financial background is assumed.

What will I gain?

  • A good insight into the role of investor relations and the financial market environment in which IR operates
  • A thorough understanding of the fundamentals of financial markets
  • An overview of the current regulatory environment
  • An invaluable opportunity to clarify specific questions through the Q&A session

"Really useful training. Interesting topics and some clear explanations, delivered by an excellent and very engaging trainer! With little knowledge on the subject, the course certainly achieved its aim for me. I found it inspiring and feel that it has given me a good understanding of the topic."

"Very well organised - great trainer. Considering future courses on the back of this one!"

"Extremely informative and incredibly interesting. Really solidified my very fledgling knowledge."

Course tutor: Deborah Morton-Dare

Independent

Deborah specialises in financial training for all levels from beginners to advanced. She presents a comprehensive range of courses to a diverse range of corporate clients and financial institutions and specialises in making complex technical subjects comprehensible. 

Deborah qualified as a Chartered Accountant with Arthur Young and then worked in Corporate Finance gaining wide ranging experience in a variety of corporate and financial institutions. She then worked as a financial consultant to companies assisting them in raising finance and structuring.

Guest speaker: Rosie Wilkins

BT

Rosie joined the BT IR team in 2016 having previously worked at Telecity Group plc, where she led the IR programme through two M&A transactions. Prior to that she worked as a buy-side equity analyst for over 5 years in London and Hong Kong. Rosie is a CFA charterholder.

Programme

  • Introduction
  • Companies
  • Financial Markets
  • Stock Exchanges
  • Equity Investors and Investment Principles
  • Role of IR
  • Summary and Conclusion
Book now

Course level

IR Fundamentals

Location

Central London

CPD points

40

Course dates

25 January 2018
9.30am to 4.30pm

13 March 2018
9.30am to 4.30pm

12 July 2018
9.30am to 4.30pm

18 September 2018
9.30am to 4.30pm

22 November 2018
9.30am to 4.30pm

  • IR Society members (£419 + VAT)
    £502.80
  • IR Society Premium members (course allowance included in membership package)
    £0
  • Non-members (£599 + VAT)
    £718.80
Book now

CIR exam

Sittings of the CIR exam - duration one hour - exact start and finish times will be confirmed to candidates individually

The CIR exam is a series of multiple choice questions to be completed in one hour.

Please note, in the event of reschedule or cancellation within 14 days of the exam date the candidate will be charged an administration fee of £50+VAT.

Book now

Course level

Certificate in IR (CIR)

Location

IR Society, 5th Floor, 30 Coleman Street, London EC2R 5AL

Course dates

13 February 2018
9.30am to 10.30am

24 April 2018
9.30am to 10.30am

10 July 2018
9.30am to 10.30am

9 October 2018
9.30am to 10.30am

11 December 2018
9.30am to 10.30am

  • IR Society members (£499 + VAT)
    £598.80
  • IR Society members - outside UK (£499)
    £499
  • Non-members (£649 + VAT)
    £778.80
  • Non-members - outside UK (£649)
    £649
Book now

IR for personal and executive assistants

Personal and Executive assistants who come into contact with investors, analysts and external advisers need to understand the role of IR and this engaging full day course will help you do just that. This course will explain the financial jargon, who the key participants are, what to prioritise, what information can be disclosed and how you can best support senior management.

What will I gain?

  • A good insight into IR and how to support senior management
  • An understanding of the dynamics of financial markets, including the key participants
  • A solid understanding of the financial jargon and the sensitivity around disclosure of information

"Really informative and interesting - will really help me with my new role as an IR executive assistant."

"Very informative and easy to follow. Deborah was a great presenter and engaging."

"The course gave a good in depth knowledge of Investor Relations. At the same time it was targeted at personal and executive assistants, which made it easy to understand the content. It was also very valuable to meet other personal and executive assistants."

Course tutor: Deborah Morton-Dare

Independent

Deborah specialises in financial training for all levels from beginners to advanced. She presents a comprehensive range of courses to a diverse range of corporate clients and financial institutions and specialises in making complex technical subjects comprehensible. 

Deborah qualified as a Chartered Accountant with Arthur Young and then worked in Corporate Finance gaining wide ranging experience in a variety of corporate and financial institutions. She then worked as a financial consultant to companies assisting them in raising finance and structuring.

Programme

  • Introduction to Investor Relations
  • An overview of financial markets
  • Practical tips for creating value in your role
  • Facilitating the investor relations calendar
Book now

Course level

IR Fundamentals

Location

Central London

CPD points

40

Course dates

21 February 2018
9.30am to 4.30pm

28 June 2018
9.30am to 4.30pm

9 October 2018
9.30am to 4.30pm

  • IR Society members (£419 + VAT)
    £502.80
  • IR Society Premium members (course allowance included in membership package)
    £0
  • Non-members (£599 + VAT)
    £718.80
Book now

Energise your investor targeting

This insightful half-day course will help you understand the benefits of proactive investor targeting. You will also get a perspective on the key requirements and tools for executing successful investor engagement. This course is ideal for IR practitioners, consultants supporting IR professionals and shareholder-analysis teams.

What will I gain?

  • Practical insights into leveraging outside resources and online tools
  • A clear understanding of the risks and opportunities of your shareholder register
  • How to maximise the support of brokers, sales teams and other providers
  • A perspective on the key requirements for effective and efficient investor engagement

"Very good to understand the targeting approach, ways to identify/ interpret information and look to maximise value from using management time."

"Really good insights from people with lots of industry experience. Took away three to four interesting things that will assist me in the future. Coming from a background without much exposure to IR, this was a great way to get a wide introduction and beneficial for future work."

"Very informative - being a third party service it's great to hear what IRO's are facing in this uncertain climate. Great coverage of topics."

Course tutor: Diane Faulks

Independent

Diane is an Investor Relations specialist with over 25 years’ experience gained in a variety of disciplines including corporate in-house, consultancy and banking. During 10 years of in-house roles she was involved in shareholder ID, targeting and the development of a proactive campaign to reshape a large retail (government privatised) shareholder base to an international institutional base particularly within North America. Her consultancy roles encouraged best use of technology to identify, target and communicate with institutional investors. Diane spent over 14 years with Citi Depositary Receipts’ where she advised clients on cross border communication during listing, capital raising and shareholder expansion. She has been a member of the IR Society since 1994, a board director from 2000-2006 and Chairman of the Society from 2003-2005.

Programme

  • Introduction and developing your targeting strategy
  • Understanding Investor trends
  • Broker perspective - how to maximise the benefit of using a house broking team
  • Using an IR Firm effectively
  • What the Buy-side wants
  • Best Practice, new technologies
Book now

Course level

Core IR Skills

Location

Central London

CPD points

20

Course dates

26 April 2018
9.00am to 1.30pm

16 October 2018
9.00am to 1.30pm

  • IR Society members (£319 + VAT)
    £382.80
  • IR Society Premium members (course allowance included in membership package)
    £0
  • Non-members (£469 +VAT)
    £562.80
Book now

IR regulation update

The regulatory landscape is constantly changing. This half-day course will bring you up to date with all the latest developments impacting on IR practitioners. You will explore those changes currently being made as well as those planned for the future.

This course is for people who have already attended the IR regulation and compliance essentials courses and would like an update on changes in the rules and regulations. It would also be useful for others involved in IR, such as company secretaries or finance directors.

The IR Society recommends all practitioners attend this course at least once every two years to ensure that they keep up to date with legal and best practice requirements. 

What will I gain?

  • An overview of the current regulatory themes
  • A solid understanding of forthcoming regulatory changes
  • Updates on best practice in the corporate reporting regime, corporate governance and stewardship 

"This course was the right length and covered all the relevant content. Good to hear other companies' experiences."

"A very clear and well structured course, taking a good sweep across regulatory developments. A useful update and the discussion format worked very well - I would definitely recommend this course to all IROs!"

"A very useful refresher!"

Course tutor: Deborah Morton-Dare

Independent

Deborah specialises in financial training for all levels from beginners to advanced. She presents a comprehensive range of courses to a diverse range of corporate clients and financial institutions and specialises in making complex technical subjects comprehensible. 

Deborah qualified as a Chartered Accountant with Arthur Young and then worked in Corporate Finance gaining wide ranging experience in a variety of corporate and financial institutions. She then worked as a financial consultant to companies assisting them in raising finance and structuring.

Programme

  • Changes to the Financial Services and Markets Act
  • The FCA Handbook
  • The UK Corporate Governance Code
  • The UK Stewardship code
  • Companies Act 2006
  • Narrative reporting and EU consultations
Book now

Course level

Core IR Skills

Location

Central London

CPD points

20

Course dates

22 March 2018
9.00am to 1.00pm

3 October 2018
9.00am to 1.00pm

  • IR Society members (£319 + VAT)
    £382.80
  • IR Society Premium members (course allowance included in membership package)
    £0
  • Non-members (£469 + VAT)
    £562.80
Book now

Best practice in IR

This discussion-based, half-day course explores ‘best practice IR’ and identifies the tools and techniques available to IROs to help them achieve this. It will help you to understand the practical aspects of running a good IR programme and will be invaluable to those who are new to the role, or those looking to improve the effectiveness of their current IR activity.

What will I gain?

  • An invaluable overview of shareholder targeting, investor days and site visits
  • A clear understanding of effective communication and disclosure obligations
  • Advice on managing relationships with shareholders, brokers and analysts
  • Hints and tips for planning roadshows, webcasts and the annual report

"Enjoyed the session. Discussion-based format is very useful and speakers were very knowledgeable and happy to answer questions. Good IR background and viewpoint from practitioners."

"Great set of speakers, covering a variety of aspects of IR."

"Very Interesting talks by well prepared expert speakers."

Course tutor: John Gollifer

General Manager - The IR Society

John brings extensive international IR experience to his role at the Society having previously been Head of Investor Relations at the Singapore Exchange for 11 years. He was heavily involved in establishing the Investor Relations Professionals Association in Singapore in 2006. 

John is a banker by training having started his career with Barclays Bank in the City of London before embarking on a number of corporate finance and equity capital markets roles in Asia and Europe with Barclays, ABN Amro Rothschild and BNP Paribas. He has a BA from Loughborough University, an MBA from Henley Business School and he created an IR course that he taught at the Singapore Management University from 2009 to 2012.

Course tutor: Patrick Yau

Patrick Yau is Head of the Investor Relations function at Entertainment One, a global content production and distribution business. He joined in December 2013, bringing 20 years of sell-side analyst experience to the role. Immediately prior to joining Entertainment One, Patrick was a top-five ranked MidCap UK Media Analyst at Peel Hunt. Prior to that he worked as a Media and TMT analyst for a number of brokers, including Canaccord Adams, Bridgewell and Credit Suisse, where he was a member of the number one ranked TMT research team. Patrick holds an MSc. in Finance from UMIST and a BSc. In Human Sciences from London University.

Programme

  • The Role of the Investor Relations Practitioner
  • Engaging with Shareholders
  • Practical Tools and techniques
     
Book now

Course level

IR Fundamentals

Location

Central London

CPD points

20

Course dates

8 March 2018
9.00am to 1.00pm

10 October 2018
9.00am to 1.00pm

  • IR Society members (£319 + VAT)
    £382.80
  • IR Society members - outside UK (£319)
    £319
  • IR Society Premium members (course allowance included in membership package)
    £0
  • Non-members (£469 + VAT)
    £562.80
  • Non-members - outside UK (£469)
    £469
Book now

IR regulation and compliance essentials - Module Two: Transactions and Listing Obligations

For IR professionals, compliance with rules and guidelines is an essential part of the job. Whether it is in financial reporting, market disclosures, compliance with relevant listing regimes, the treatment of inside information, or in the context of a transaction, mistakes are costly – not least in reputational terms.

Day One of this two-day course will provide a basic IR Toolkit, covering the fundamental areas of regulation and compliance that affect IR, while Day Two looks at more specific areas and situations, such as IPOs and transactions. Attendees will learn how the legal compliance requirements for IR communications fit together, how they are applied in practice, and what best practice standards are.

Please be aware that this is Module Two of a two module course. To ensure you are fully equipped with the IR toolkit to comply with regulation, please also attend IR regulation and compliance essentials - Module One.

What will I gain?

  • An overview of EU Listing rules: IPOs, Prospectus, Secondary listings, takeovers, etc.
  • An understanding of stock exchange obligations
  • An opportunity to discuss the practical implications of these rules with a guest speaker

"Really good but a huge topic. Would happily have spent two days on this module!"

"There was a lot of material to cover and we did - now I will need some time to process and put into practice!"

"Interesting content, a lot to take in."

Course tutor: Diane Faulks

Independent

 Diane is an Investor Relations specialist with over 25 years’ experience gained in a variety of disciplines including corporate in-house, consultancy and banking. Regulation has been a foundation of all these roles working alongside lawyers, brokers and financial advisors. Over her 10 years of in-house roles she was involved in IPO/secondary offerings, M&A and US listings. During 14 years with Citi Depositary Receipts’ Diane advised clients on cross border communication during listing, capital raising and shareholder expansion. She has been a member of the IR Society since 1994, a board director from 2000-2006 and Chairman of the Society from 2003-2005.

Programme

  • Transactions and Listing Obligations
  • Introduction to current regulatory framework
  • IPO Process and market choice
  • Listing rules and Prospectus rules
  • IPO timetable, team and responsibilities
  • Transactions including take-overs and mergers & acquisitions
  • Role of the Takeover Panel
  • Overview of the US market regulations effecting IR
  • A guest speaker addressing how the IRO works during these times of capital markets activity
Book now

Course level

Core IR Skills

Location

Central London

CPD points

40

Course dates

31 January 2018
9.00am to 5.00pm

12 April 2018
9.00am to 5.00pm

6 September 2018
9.00am to 5.00pm

8 November 2018
9.00am to 5.00pm

  • IR Society members (£419 + VAT)
    £502.08
  • IR Society Premium members (course allowance included in membership package)
    £0
  • Non-members (£599 + VAT)
    £718.80
Book now

Annual reporting - best practice in practice

This engaging half-day course provides a comprehensive overview of the recent developments in best practice reporting - both in print and online, as well as an update on the regulatory impact of new reporting requirements. The course will also update you on new narrative reporting requirements which are on the horizon. This course will benefit anyone involved in the production of their company’s Annual Report (IROs, company secretaries, group financial controllers, etc.) or service providers involved in their production.

What will I gain?

  • A thorough understanding of the UK Corporate Governance Code
  • An overview of how to tell the strategic story of the company
  • The latest thinking on best practice integrated reporting
  • The latest views on best practice online reporting

"A very useful overview of the complete reporting sphere. A lot of varied topics covered, provoking a lot of through and further investigation."

"All speakers were engaging and complementary – I liked the fact that they went into detail about the practical elements of report writing but also best website/digital practices. A great overview of where we’ve come to over the past few years and how people are adapting to print as well as other challenges."

Course tutor: Sallie Pilot - Director, Engagement and Insight, Black Sun

Director, Engagement and Insight, Black Sun

Since joining Black Sun over 20 years ago, Sallie has been providing strategic corporate communications consultancy for a wide range of UK and international clients. Sallie is an IR Society Board member has been Chair of the IR Society Best Practice Committee since 2014. Sallie is a member of the Financial Reporting Lab steering group, and is a recognised commentator in corporate reporting, responsible for publishing a wide range of industry recognised research reports. Her experience of working with leading organisations on their corporate reporting strategies and her industry leading research tracking trends in reporting of the FTSE100 for the past 12 years give Sallie a unique insight into what good looks like!

Guest speaker: Melissa Kittermaster

Asesoria Group

Melissa is a director at Asesoria Group which provides specialist expertise and consultancy support to organisations to assist them in building a sustainable business and creating long term value through their governance, corporate responsibility and human capital strategies. She is an experienced company director and advisor with a proven track record of advising boards on the areas of corporate social responsibility and human capital management. She specialises in, stakeholder engagement, non-financial reporting and leadership capability.  Melissa has extensive experience of advising companies on their annual and corporate responsibility reporting across a range of sectors.  She has undertaken extensive engagement with investors and other key stakeholders to understand their expectations of corporate governance and company reporting.  She uses this knowledge to take a pragmatic approach to narrative reporting and communicating a company’s material activities in annual reporting

Guest speaker: Andrew Jones

International Integrated Reporting Council

Andrew leads the IIRC’s investor engagement programme which aims to help investors to understand the IIRC’s aims and the benefits of a broader more integrated approach to reporting and to encourage them to support or encourage this in their investee companies.Andrew is on a part-time secondment to the IIRC from KPMG Makinson Cowell.  He has over twenty years of experience with Makinson Cowell (now part of KPMG) and leads Makinson Cowell’s research team which advises stock market listed businesses on how institutional shareholders assess their investments and the performance and valuation measures they use. Andrew has long-standing experience on committees and panels involved in application of accounting standards and corporate reporting including:  the UK’s UITF, the FRC’s narrative reporting panel and tax accounting panel.  He also chairs the ICAEW’s Research Advisory Board.

Programme

  • Introduction and course objectives
  • Telling the strategic story
  • Integrated reporting
  • Online reporting – an update on trends and new technology
  • A best practice review
  • Course Summary and Q&A
Book now

Course level

Core IR Skills

Location

Central London

CPD points

20

Course dates

27 September 2018
9.00am to 1.00pm

  • IR Society members (£319 + VAT)
    £382.80
  • IR Society Premium members (course allowance included in membership package)
    £0
  • Non-members (£469 + VAT)
    £562.80
Book now

Building your Debt IR capability

This informative half-day course will look at current best practice in debt IR, how to deliver an effective debt IR programme, and will discuss the benefits of proactive debt IR engagement. No previous knowledge of debt markets is required and the course would benefit IR practitioners wishing to develop their knowledge of debt IR and teams looking to build their debt IR activity.

What will I gain?

  • A sound understanding of debt investor base and capital structure
  • The essentials of developing an effective debt IR programme
  • A review of best practice disclosures and presentations
  • A firm grasp of the role of rating agencies and their interactions with companies
  • An action plan that can immediately be implemented in the workplace

"Very good, concise, to the point and backed by real life examples and applications. Thoroughly enjoyed it."

"Very well explained and balanced between "theory" and case studies."

"Very useful, I liked that it was interactive, we had good debates and discussions. Very comprehesive, good content, videos were useful. Excellent session."

Course tutor: Lorraine Rees - MD, IR-connect

Lorraine’s background in IR, strategy, corporate finance and banking allows her to bring different perspectives, practical guidance and a wide variety of real-life case studies to this course. As a former IR Director, debt was often a key investor issue, requiring the development of active debt IR programmes and best-in-class debt disclosures, whilst working closely with Group Treasury and the rating agencies. As an equity analyst during the banking crisis she closely followed the sub-prime crisis and "toxic" instruments and their impact on the markets as well as engaging more and more frequently with debt investors alongside equity investors. Lorraine established the investor relations consultancy, IR-connect, in 2015, having formerly been IR Director at Standard Life plc, Head of IR at The Phoenix Group, and an equity analyst at Exane BNP Paribas.

Programme

  • Understanding your debt investor base and capital structure
  • Rating Agencies
  • Benefits of pro-active debt investor engagement
  • Development of a Debt IR programme
  • Best practice disclosure and presentations
Book now

Course level

Advanced IR

Location

Central London

Course dates

15 March 2018
9.00am to 1.00pm

8 August 2018
9.00am to 1.00pm

  • IR Society members (£319 + VAT)
    £382.80
  • IR Society Premium members (course allowance included in membership package)
    £0
  • Non-members (£469 + VAT)
    £562.80
Book now

Financial modelling

This intensive one-day course will help delegates to build financial models through a range of practical model-building exercises. It will assist in the understanding of valuations and will review the most common methodologies used by the market. The workshop-style course assumes a working knowledge of financial statements and a very basic understanding of valuation techniques. It also assumes a basic level understanding of Microsoft Excel, and delegates will be expected to bring their own laptops.

What will I gain?

  • The ability to review an integrated set of P&L, Balance Sheet and Cash Flow forecasts
  • A review of key forecast metrics such as: PBT, EBITA, EPS, etc.
  • An understanding of the value of financial ratios to evaluate business performance
  • An overview of valuation methodologies, including DCF

"I enjoyed the course and found it to be a useful overview. The main challenge is that it's a topic with so much to cover but some useful practical elements covered in one day."

Course tutor: Geoffrey Collyer

Managing Director - Lavender Bank Partners

As a leading leisure sector analyst, Geof has charted, analysed and in some cases helped to reshape several leisure industries, and his extensive experience makes Geof perfectly placed to assess the corporate strategies of the good, the bad and the ugly that make up the constituents of the public and private markets. 

Geof has 38 years combined industry and investment banking experience and has spent the last 30 years in a Top 3 rated sector equity research team, working for Wood McKenzie, NatWest Markets, Banker’s Trust and Deutsche Bank, where he was MD of the Pan European Travel & Leisure Research Team. Having seen a variety of valuation methodologies come and go and come back into fashion again - and some new ones invented - Geof has developed a detailed understanding of how companies and managements should be viewed and rated, and how companies should deal with both the buy- and sell-side communities. 

During his city time, he has acted as corporate research broker to over 20 different Plcs, been involved in over 40 M&A transactions, and directly or indirectly, in over a dozen IPOs. Geof currently runs his own strategic consultancy business, Lavender Bank Partners.

Programme

  • Financial Modelling House Keeping
  • The model starting point: An integrated set of P&L, Balance Sheet & Cash Flow forecasts
  • Analysis of Business Performance
  • An overview of valuation methodologies: Absolute & Relative approaches to valuation
  • Discounted Cash Flow
  • Relative Valuation approaches
  • Putting it all together: A case study

(Attendees will receive an information pack in advance containing the basic model to be used for the course, including historic P&L, Cash Flow and Balance Sheet statements).

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Course level

Advanced IR

Location

Central London, TBC

CPD points

40

Course dates

2 May 2018
9.00am to 5.00pm

30 October 2018
9.00am to 5.00pm

  • IR Society members (£419 + VAT)
    £502.8
  • IR Society Premium members (course allowance included in membership package)
    £0
  • Non-members - outside UK (£599)
    £599
Book now

ESG/SRI: Sustainability issues for IR

This half-day course will ensure that participants gain a better understanding of the key sustainability issues, current and future trends and how to successfully identify and engage with key stakeholders. It is highly relevant for those wishing to develop an effective SRI programme and to coordinate IR & CR communications. You will also learn how to respond to the growing interest of institutional investors in the sustainability performance and corporate governance practices of quoted companies.

What will I gain?

  • A comprehensive understanding of SRI issues
  • An in-depth review of current and future sustainability trends
  • Valuable insight into shaping messages to stakeholders
  • Advice on developing an SRI roadshow

"Really informative and engaging, learnt a lot."

"Mike adapted well to the group's needs, and it was good to have buy-side speaker."

"Course was very informative and ran smoothly. It answered the questions that I had going into the day."

Course tutor: Mike Tyrrell - Editor, SRI-CONNECT

Mike has been helping companies communicate with SRI investors for the past 15 years, during which time he has worked on the buy-side, sell-side and most recently for the independent communications platform, SRI-CONNECT. Mike has spent 18 years as an SRI Analyst, initially at Jupiter Asset Management and then at HSBC Global Equities where he established the first SRI research on the ‘sell-side’ and, most recently, at Citi Investment Research. Mike is currently Editor at SRI-CONNECT and brings a wealth of knowledge and experience to the Society’s advanced IR ESG/Sustainability course, introduced in 2016.

Programme

  • Introducing Sustainable & Responsible Investment
  • Experiences to date | Questions for today
  • 10 steps to Take Control of SRI Communications
  • What investors and companies think of each other
  • IRRI Survey results
  • Summary – final questions; final answers; next steps
Book now

Course level

Advanced IR

Location

Central London

CPD points

20

Course dates

17 April 2018
9.00am to 1.00pm

23 October 2018
9.00am to 1.00pm

  • IR Society members (£319 + VAT)
    £382.8
  • IR Society Premium members (course allowance included in membership package)
    £0
  • Non-members (£469 + VAT)
    £562.8
Book now

Should we be afraid or not? Hedge Funds & Sovereign Wealth Funds

This half-day course is designed to offer an overview of how both Hedge Funds & Sovereign Wealth Funds operate in today’s global financial market place. It will offer an insight into the thinking behind some of the investor behaviour which has attracted much comment in the financial press – not all of it well informed.

What will I gain?

  • An understanding of why are they called Hedge Funds if they are not ‘hedged’?
  • Insights into the mechanics of Short Selling & Leverage
  • An explanation of why Pension Funds investing in them?
  • A clear understanding their Counterparty relationships
  • Discussion of whether having a Sovereign Wealth Fund on your register is a good thing?

Course tutor: Paul Meadows

Chadley House Training

Paul's background of fifteen years hands-on experience (Trader, Research Head & Portfolio Manager) from the Buyside of the markets (both Institutional & High Net Worth Private Client) enables him to bring a practitioner's perspective to help understand this small group of Money Managers which have attracted much comment in the financial press – not all of it well informed. Having undertaken the early due diligence meetings with Hedge Funds from a prospective investor viewpoint in the past, Paul now also has the experience of designing & delivering Training programs for both Hedge Funds & Sovereign Wealth Funds as Clients around the world today. The answer to the question in the title is 'No', but you do need to understand why this is.

Programme

  • Introduction to the Hedge Fund industry
  • Hedge Fund Tactics, Counter-Parties & Relationships with IR Departments
  • Sovereign Wealth Funds – Typical Cornerstone Investors with IPOs
Book now

Course level

Advanced IR

Location

Central London

CPD points

20

Course dates

5 May 2018
9.00am to 1.00pm

  • IR Society members (£319 + VAT)
    £382.80
  • IR Society Premium members (course allowance included in membership package)
    £0
  • Non-members (£469 +VAT)
    £562.80
Book now

Strategic approach to corporate messaging: convergence of IR and Financial PR

This interactive course looks at how Financial PR has evolved from being task-focused on financial results or soliciting press coverage to being integral to the corporate positioning with the capital markets. You will hear from experienced PR professionals together with former journalists and in-house IROs with practical advice as to how to develop a more strategic approach to messaging to a wider audience. It will also look at the challenges of putting a strategic framework around social and digital media and how to keep strategic positioning in mind even in a crisis.

What will I gain?

  • An insight into developing strategic messaging for a wide audience
  • An understanding of the challenges involved in creating a strategic framework for social media
  • Advice on how to better align the two disciplines

"Excellent course!"

"Whilst the presentation met the stated aim of the course, I found the interactive nature of the course particularly beneficial, with both the Q&A with the trainers and other IROs exceptionally useful."

Course tutor: Reg Hoare

Managing Director - MHP

Reg is a Managing Director of MHP, a leading Financial PR and IR consultancy. Reg joined Hogarth in 2010 (Hogarth becoming part of MHP), having previously worked for Smithfield and Weber Shandwick and its predecessor business Ludgate Communications. Between 1983 and 1995 Reg was a stockbroker with W Greenwell, SG Warburg Securities and Nomura International. He has been a member of the Investor Relations Society for many years, sitting on both its membership and events committees and is currently Chairman of the new Corporate Affairs Committee. Reg has an honours degree in Politics from the University of Bristol.

Programme

Programme to follow - please check back regularly

Book now

Course level

Advanced IR

Location

Central London

CPD points

20

Course dates

17 April 2018
9.00am to 1.00pm

  • IR Society members (£319 + VAT)
    £382.80
  • IR Society Premium members (course allowance included in membership package)
    £0
  • Non-members (£469 + VAT)
    £562.80
Book now

Introduction to writing for IR

This hands-on course is designed IR and corporate communications professionals who want to improve their writing within a corporate context. This full-day workshop will help you to write impactful IR communications, using case studies to ensure your key messages are delivered to the market consistently and aligned to your core company narrative.

What will I gain?

  • Insight into how to deliver key messages to the market consistently
  • Understanding effective messaging via press releases, factsheets, websites and annual reports.
  • Practical examples of dos and don’ts when communicating with stakeholders
  • Insights into writing for social media commincations

"A very useful and informative course, delivered in a relaxed learning environment. Great split between theory and exercises."

"Course met my expectations, lots of helpful takeaways. I am looking forward to putting it into practice. Enjoyed all of the diverse exercises Jon took us through."

"This course gave me a very good insight into writing for IR. It was an eyeopener how many bad habits I have!"

Course tutor: Jon Harris

Jon’s unique background means that he is ideally suited to helping professionals develop their writing skills. Jon is a Cambridge English graduate, a qualified teacher of adults and an Associate Tutor at Goldsmiths University, where he teaches management at BA and MA level, giving him a deep understanding of the challenges and requirements for effective business writing. He has been commissioned by several IR teams to assist in writing critical communications at times of significant change and has lots of experience helping businesses frame and couch language for both internal and external communications. He has delivered writing skills training for the IR Society for several years and has also trained special-interest professional groups in writing skills, including banks, regulators and government departments. Jon is also a qualified business psychologist and a chartered management accountant. 

Programme

  • Welcome, introduction, objectives and quiz
  • The 10 Principles of Getting Your Message Across
  • How to select the best words and avoid the worst ones – part 1
  • How to select the best words and avoid the worst ones – part 2
  • Some “Don’ts” for Press Releases, and some examples
  • Developing social media communications – quick thoughts
  • Case Study 1: constructing a Chair/CEO letter
  • Case Study 2: working at speed (short break during this section)
  • Own material, resource swaps, ideas and next steps
  • Summary and evaluation
Book now

Course level

IR Fundamentals

Location

Central London

Course dates

3 July 2018
9.00am to 5.00pm

  • IR Society members (£419 + VAT)
    £502.80
  • IR Society Premium members (course allowance included in membership package)
    £0
  • Non-members (£599 + VAT)
    £718.80
Book now

Advanced writing skills for IR

This intensive half-day course will help you ensure that you are getting the maximum positive effect from your daily written work. Intended for experienced IR practitioners, the course outlines the writing skills and competencies required for effective communication, and uses practical examples to identify the pitfalls to avoid.

What will I gain?

  • A clear understanding of how to write effectively for IR
  • An assessment of your own writing skills based on analysis of real examples
  • The ability to understand effective messaging
  • An awareness of the best words to use and the ones to avoid

"A very refreshing look at how to write with more clarity and a reminder of pitfalls to avoid."

"Found balance of practical and theoretical discussions good."

"Well pitched, useful real life applications."

Course tutor: Jon Harris

Jon’s unique background means that he is ideally suited to helping professionals develop their writing skills. Jon is a Cambridge English graduate, a qualified teacher of adults and an Associate Tutor at Goldsmiths University, where he teaches management at BA and MA level, giving him a deep understanding of the challenges and requirements for effective business writing. He has been commissioned by several IR teams to assist in writing critical communications at times of significant change and has lots of experience helping businesses frame and couch language for both internal and external communications. He has delivered writing skills training for the IR Society for several years and has also trained special-interest professional groups in writing skills, including banks, regulators and government departments. Jon is also a qualified business psychologist and a chartered management accountant. 

Programme

  • Welcome, introduction, objectives and quiz
  • 10 Principles for getting your message scross
  • How to select the best words and avoid the worst ones – Exercise 1
  • How to select the best words and avoid the worst ones – Exercise 2
  • Moving with the times – how to keep pace with changing language in a variety of media
  • Analysing your own material
  • Summary and evaluation
Book now

Course level

Advanced IR

Location

Central London

CPD points

20

Course dates

17 July 2018
9.00am to 1.30pm

  • IR Society members (£319 + VAT)
    £382.80
  • IR Society Premium members (course allowance included in membership package)
    £0
  • Non-members (£469 + VAT)
    £562.80
Book now

Check out our blog on the #Corporate #Communications event we held in #Leeds a few weeks back. Talking about all th… twitter.com/i/web/status/9…